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Liberty Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Liberty Capital Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
+2,076
New +$214K 0.04% 178
2020
Q1 		– Sell
-3,231
Closed -$224K – 112
2019
Q4 		$224K Buy
+3,231
New +$218K 0.09% 116
2018
Q1 		– Sell
-1,365
Closed -$100K – 137
2017
Q4 		$100K Hold
1,365
– – 0.05% 142
2017
Q3 		$95K Hold
1,365
– – 0.05% 147
2017
Q2 		$89K Buy
1,365
+465
+52% +$30.1K 0.05% 141
2017
Q1 		$56K Buy
900
+200
+29% +$12.1K 0.03% 150
2016
Q4 		$41K Buy
+700
New +$40.4K 0.03% 164
2016
Q2 		– Sell
-5,430
Closed -$310K – 109
2016
Q1 		$310K Buy
5,430
+30
+0.6% +$1.65K 0.23% 83
2015
Q4 		$317K Hold
5,400
– – 0.24% 82
2015
Q3 		$310K Sell
5,400
-1,790
-25% -$111K 0.24% 82
2015
Q2 		$456K Buy
7,190
+2,199
+44% +$146K 0.31% 80
2015
Q1 		$320K Sell
4,991
-100
-2% -$6.3K 0.21% 87
2014
Q4 		$310K Sell
5,091
-110
-2% -$6.87K 0.22% 85
2014
Q3 		$333K Hold
5,201
– – 0.24% 83
2014
Q2 		$356K Hold
5,201
– – 0.25% 83
2014
Q1 		$350K Buy
5,201
+200
+4% +$13.2K 0.26% 83
2013
Q4 		$336K Sell
5,001
-44
-0.9% -$2.88K 0.24% 85
2013
Q3 		$322K Hold
5,045
– – 0.26% 81
2013
Q2 		$289K Buy
+5,045
New +$305K 0.25% 83

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Liberty Capital Management's EFA Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,076 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in EFA as recently as Q4 2019.

Liberty Capital Management first reported a position in EFA in Q2 2013 and has held it in 19 quarters since. The position peaked at $456K in Q2 2015. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Liberty Capital Management held 2,076 shares of iShares MSCI EAFE ETF worth $216K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.04% of Liberty Capital Management's portfolio in Q2 2026, its #178 holding.
  • Liberty Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 19 quarters since.
  • Liberty Capital Management's iShares MSCI EAFE ETF position peaked at $456K in Q2 2015.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.